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Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.3M
2
FIM
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.5M
2
TF
TIAA FSB
Florida
$7.32M
3
AWM
AE Wealth Management
Kansas
$5.16M
4
SS
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
276
Huntington National Bank
Ohio
$25K -$43K – –
CHC
277
City Holding Co
West Virginia
$25K – – –
LWM
278
Liberty Wealth Management
California
$25K +$248 +2 +1%
CIA
279
Cascade Investment Advisors
Oregon
$24.7K – – –
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$23K +$23K +183 New
TWA
281
TCI Wealth Advisors
Arizona
$22K -$34.4K -274 -61%
Deutsche Bank
282
Deutsche Bank
Germany
$22K +$22K +177 New
SSB
283
Sandy Spring Bank
Maryland
$20K +$6.55K +54 +49%
FA
284
Faithward Advisors
Pennsylvania
$19K -$2.47K -20 -11%
HI
285
Hudock Inc
Pennsylvania
$19K +$124 +1 +0.7%
DOA
286
D'Orazio & Associates
Virginia
$18K +$125 +1 +0.7%
BFIM
287
Beese Fulmer Investment Management
Ohio
$16K +$16K +128 New
AAP
288
Arax Advisory Partners
Colorado
$14K +$122 +1 +0.9%
FHA
289
First Horizon Advisors
Tennessee
$12K – – –
FANJ
290
Financial Architects (New Jersey)
New Jersey
$12K – – –
APWM
291
Atlas Private Wealth Management
New York
$12K – – –
FA
292
Financial Advantage
Maryland
$12K +$12K +100 New
CG
293
Cutler Group
California
$12K +$12K +100 New
JHCP
294
Jackson Hole Capital Partners
Oklahoma
$11K – – –
WCG
295
Weaver Consulting Group
California
$11K – – –
SWM
296
Sugarloaf Wealth Management
Georgia
$10K – – –
CAL
297
Capital Analysts LLC
Pennsylvania
$9K +$125 +1 +1%
TC
298
Trust Company
Kansas
$7K – – –
ME
299
McIlrath & Eck
Washington
$7K – – –
WB
300
West Bancorporation
Iowa
$7K – – –
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12
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